Research on capital-intensive technologies that combine hardware, infrastructure and long development cycles. Coverage includes space, advanced manufacturing, automation and other industrial technologies where engineering execution and scale materially shape business economics.
Latest research
Battery Industry Outlook 2026: An Uneven Recovery
Grid storage and European EV sales are recovering while U.S. EV demand and surplus cell capacity still constrain returns. The next battery…
Korea Humanoid Robot Value Chain: Atlas, Optimus and the Component Opportunity
Korea’s humanoid value chain is emerging around components rather than robot OEMs, with Boston Dynamics Atlas as the first anchor and Tesla…
Unitree Robotics Competitive Positioning: Can China’s Humanoid Leader Win Globally
Unitree has already won the first race in humanoids: low-cost hardware, shipment scale and manufacturing speed. The harder test is whether that…
SpaceX’s Lead Is Real. Its Space Economy Is Still Incomplete.
SpaceX dominates launch and Starlink now earns material profit, but launch remains R&D-intensive. Its long-term lead depends on converting scale into recurring…
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